TrueWealth Financial Partners’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Buy |
4,286
+373
| +10% | +$42.3K | 0.27% | 23 |
|
|
2025
Q1 | $517K | Buy |
3,913
+6
| +0.2% | +$793 | 0.31% | 21 |
|
|
2024
Q4 | $331K | Hold |
3,907
| – | – | 0.21% | 19 |
|
|
2024
Q3 | $415K | Hold |
3,907
| – | – | 0.25% | 17 |
|
|
2024
Q2 | $281K | Hold |
3,907
| – | – | 0.18% | 18 |
|
|
2024
Q1 | $283K | Buy |
3,907
+537
| +16% | +$38.9K | 0.2% | 16 |
|
|
2023
Q4 | $261K | Buy |
3,370
+855
| +34% | +$66.3K | 0.2% | 15 |
|
|
2023
Q3 | $218K | Buy |
2,515
+115
| +5% | +$9.98K | 0.18% | 15 |
|
|
2023
Q2 | $200K | Buy |
2,400
+127
| +6% | +$10.6K | 0.17% | 17 |
|
|
2023
Q1 | $232K | Hold |
2,273
| – | – | 0.2% | 15 |
|
|
2022
Q4 | $200K | Buy |
+2,273
| New | +$200K | 0.19% | 14 |
|
|
2022
Q3 | – | Sell |
-2,160
| Closed | -$246K | – | 14 |
|
|
2022
Q2 | $246K | Buy |
2,160
+230
| +12% | +$26.2K | 0.26% | 14 |
|
|
2022
Q1 | $210K | Buy |
+1,930
| New | +$210K | 0.2% | 14 |
|